D.A. Davidson & Co’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83M | Buy |
260,580
+7,411
| +3% | +$166K | 0.04% | 316 |
|
|
2025
Q1 | $5.63M | Buy |
253,169
+24,734
| +11% | +$550K | 0.05% | 300 |
|
|
2024
Q4 | $5M | Buy |
228,435
+20,784
| +10% | +$455K | 0.04% | 325 |
|
|
2024
Q3 | $4.67M | Buy |
207,651
+27,384
| +15% | +$616K | 0.04% | 339 |
|
|
2024
Q2 | $3.94M | Buy |
180,267
+15,361
| +9% | +$335K | 0.03% | 359 |
|
|
2024
Q1 | $3.62M | Buy |
164,906
+43,260
| +36% | +$949K | 0.03% | 374 |
|
|
2023
Q4 | $2.7M | Buy |
121,646
+22,032
| +22% | +$489K | 0.03% | 421 |
|
|
2023
Q3 | $2.15M | Buy |
99,614
+12,408
| +14% | +$267K | 0.02% | 460 |
|
|
2023
Q2 | $1.92M | Buy |
87,206
+757
| +0.9% | +$16.7K | 0.02% | 494 |
|
|
2023
Q1 | $1.94M | Buy |
86,449
+2,355
| +3% | +$53K | 0.02% | 472 |
|
|
2022
Q4 | $1.85M | Buy |
+84,094
| New | +$1.85M | 0.02% | 453 |
|